Dunelm Group Live Discussion

Thunderbird 6 27 Jul 2017

Re: Smarter Hope they're in the shop buying and not just using the car park. Must check out Exeter store again soon... have liked Dunelm from my first visit and parents (neither keen shoppers) also rate the store and prices.

malj1 27 Jul 2017

Re: Smarter Ditto. The Basingstoke Dunelm car park etc is always solid each day I go past.

FSamps 27 Jul 2017

Smarter Our local retail park is probably typical with a Dunelm, Next Home and Homebase in one place. Homebase is rapidly going downhill. The new Aussie owners have taken it way downmarket so that a Poundstretcher or B&M Bargains shop look like palaces by comparison. Hand-written signs and messy piles of 'bargains' proliferate. The Laura Ashley unit was taken out. Management decided to bung in some winter fireplace stock. The LA fitments all remain in place along with sections of wallpaper. The whole effect is bizarre and unsettling to a shopper. Staff seem gloomy. Tragedy for sales is sure to ensue. Next Home is as dead as a doornail. Anything other than bath towels seems very pricey. Footfall seems virtually non-existent. Staff invisible. It is all very tidy but lifeless, a showroom where there is nothing to take away today except expensive nicknackery and linens. Argos must be hammering them. Now we come to Dunelm, which is buzzing with activity and shoppers. The prices have certainly increased from recent years, but there are interesting on-trend new products on offer, the cafe is thronging and the tills are ringing. Staff are jolly and helpful. I for one am confident that Dunelm has turned a corner and we'll see the results by Christmas.

IOMINVESTCOM 13 Jul 2017

Directors buying Dunelm Group plc (the "Company" has been notified of the following dealing by its Chief Executive John Browett in its ordinary shares of 1p each: Name of Director Date of No of shares Price per / person closely purchase share associated ---------- --------- ---------- - ---------- --- ---------- John Browett, 12 July Chief Executive 2017 9,098 546.5p

IOMINVESTCOM 12 Jul 2017

Re: Price looks like to hit Hi Shortry,I have to agree on your comments and areas even as low as your 4.54 stand out to me as well as a good support.I was looking or rather having to look at a much longer time frame to get clues of likely support with as you say 5.50 area now, continued weakness 5.00.Any lower than that and we will be in the trading range of 4.00 - 5.00 which the share price spent most of the year in 2011 and half of 2012On this long term chart I also see that if you use the 2009 250 break out figure and highs of 1050 in 2013 then 61.8% fib level would bring us in around here at 560[link] - 12 month chart.

Shotry 11 Jul 2017

Price looks like to hit 555 today, which could act as support. The more pessimistic broker views seem to be holding the day. Volume on the drop since April has been consistently high suggesting the bearish case is very well supported. If 555 doesn't hold as support (I'm looking at the weekly chart so closing prices at close of play on each friday are the important thing), then 525 seems to be likely, if that fails, then 478 and 454 come into play. Never say never!Possibly more positively there's is a good bullish divergence of price vs 1433 Stoch and RSI building on the weekly chart, these divergences often lead into a jump in price, the quetion is when and from where.At the current time, technically speaking DNLM is very bearish I'd say and the volume on the selling is not diminishing on any time frame.

IOMINVESTCOM 08 Jul 2017

Dunelm shares jump on upbeat sales [link]

Professor Fang 07 Jul 2017

Re: Re: Apologies, I need to get more up to date.

IOMINVESTCOM 07 Jul 2017

Re: Re: Hi Northslotto,Agree with you Jefferies have 5.15 as at 5th July07 Jul 17 Peel Hunt Hold 620.75 620.00 620.00 Reiterates05 Jul 17 Jefferies International Underperform 620.75 515.00 515.00 Retains05 Jul 17 Peel Hunt Hold 620.75 620.00 620.00 Reiterates04 Jul 17 HSBC Hold 620.75 640.00 640.00 Reiterates30 Jun 17 HSBC Hold 620.75 640.00 640.00 Reiterates17 May 17 HSBC Hold 620.75 800.00 640.00 Downgrades13 Apr 17 Deutsche Bank Hold 620.75 865.00 730.00 Retains[link]

Professor Fang 07 Jul 2017

Re: Re: A mixed bag of recommendations so far this year; 12-Apr-17 13:100 12-Apr-17 Canaccord Genuity Buy 602.50p - 798.00p 30-Mar-17 12:59:18 30-Mar-17 Barclays Overweight 635.00p - 730.00p 15-Mar-17 11:50:25 15-Mar-17 Citigroup Neutral 634.50p - 640.00p 10-Feb-17 12:49:31 10-Feb-17 Numis Securities Buy 650.00p - 825.00p 09-Feb-17 16:21:35 09-Feb-17 RBC Capital Markets Underperform 617.50p 750.00p 625.00p 09-Feb-17 162:12 09-Feb-17 Jefferies Underperform 617.50p - 650.00p 08-Feb-17 16:16:51 08-Feb-17 Canaccord Genuity Buy 623.00p - 820.00p 16-Jan-17 15:59:38 13-Jan-17 12:320 numis Add 690.50p - 825.00p 13-Jan-17 16:45:37 13-Jan-17 Canaccord Genuity Buy 698.00p 875.00p 820.00p 13-Jan-17 16:39:10 13-Jan-17 UBS Buy 698.00p 975.00p 950.00p 13-Jan-17 16:19:45 13-Jan-17 Deutsche Hold 698.00p - 865.00p 13-Jan-17 12:38:12 13-Jan-17 Jefferies Underperform 698.00p 700.00p 650.00p 12-Jan-17 17:38:58 12-Jan-17 RBC Capital Markets Underperform 742.00p - 775.00p

northslotto 07 Jul 2017

Re: Re: Thought they had reduced it to 515p?

IOMINVESTCOM 07 Jul 2017

Re: Re: Today's update on trading should give PI's more confidence to top up on this share which is still in a downtrend.atb

Professor Fang 07 Jul 2017

Re: Agreed, however the sp is still short of their price target of 650p.

northslotto 07 Jul 2017

Makes Caroline Gulliver at Jefferies look a bit of a numpty!

Professor Fang 07 Jul 2017

Re: Trading update Yes, very nice uplift this morning. A good solid business, happy to be holding.